HP Terminates Itanium Workstations
vincecate writes "The largest Itanium system maker,
HP, has terminated its Itanium workstations.
It seems their workstation customers have spoken in favor of x64.
In related news, Intel expects to ship
over 100,000 Itaniums in all of 2004
while AMD is estimating
1.5 to 2 million AMD64 chips in Q4."
AMD sold around 100,000 Opterons in Q2 however. This should increase to 200,000 in Q3 given recent products from HP, Sun, IBM etc, especially with the increase in 4P systems.
Of course, the ASP of Itanium is a lot higher, so Intel need to sell a lot fewer Itaniums to get the same money back as AMD. On the other hand, AMD haven't sunk $billions into K8!